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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,096 | $100,938-74.1% | $90,461-71.2% | $158,982-83.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 1.10% | 1727.20%-1726.1pp | 1294.76%-1293.7pp | 302.99%-301.9pp |
| Employer contribution / active EE | $358 | $3,691-90.3% | $3,264-89.0% | $4,763-92.5% |
| Participant deferral / active EE | $1,739 | $4,350-60.0% | $3,964-56.1% | $5,983-70.9% |
| Admin fee / account holder | $11 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |